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FT Vest US Equity Moderate Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 365 | $11,603.35 | $15,109.17 | $3,505.82 | 30.21% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,138 | $44,245.44 | $47,044.92 | $2,799.48 | 6.33% |
| WDW William Dudley Webb Jr. WORLD EQUITY GROUP Inc. | 11,283 | $464,746 | $466,834.12 | $2,088.12 | 0.45% |
| SL Shad Lamm Keystone Wealth Services LLC | 36,571 | $1.45M | $1.51M | $64,364.96 | 4.44% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 10,059 | $315,766.68 | $416,442.6 | $100,675.92 | 31.88% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 9,562 | $333,361.85 | $396,105.85 | $62,744 | 18.82% |
 Michael Byun SageView Advisory Group LLC | 2,250 | $89,100 | $93,071.25 | $3,971.25 | 4.46% |
| NR Nichole Raftopoulos Nvest Financial LLC | 27,341 | $989,676 | $1.13M | $140,874.35 | 14.23% |
 Kristofer Gray Integrity Financial Corp. /WA | 15,284 | $504,650.67 | $631,993.4 | $127,342.73 | 25.23% |
 Amanda Hawley Atria Wealth Solutions Inc. | 12,668 | $447,057.06 | $524,835.24 | $77,778.18 | 17.4% |
| ED Eric Dahm Range Financial Group LLC | 33,091 | $1.36M | $1.37M | $12,243.7 | 0.9% |
 Amy Ardeel Icon Wealth Advisors LLC | 21,935 | $789,660 | $907,999.32 | $118,339.32 | 14.99% |
 Andrew T. Gardener Tanglewood Legacy Advisors LLC | 28,190 | $865,709.29 | $1.17M | $302,061.46 | 34.89% |
| ACL AIFG Consultants Ltd. AIFG Consultants Ltd. | 13,700 | $412,644 | $566,769 | $154,125 | 37.35% |
 Norden Group LLC NORDEN GROUP LLC | 10,165 | $347,853.25 | $420,526.05 | $72,672.8 | 20.89% |
 Andrew Agosta Prosperity Financial Group, Inc. | 7,520 | $244,541.05 | $311,102.4 | $66,561.35 | 27.22% |
 Christopher C. Powers Farther Finance Advisors, LLC | 3,245 | $126,153.17 | $133,564.2 | $7,411.03 | 5.87% |
 Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 5,495 | $216,613 | $227,438.05 | $10,825.05 | 5% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 7,901 | $311,457 | $327,022.39 | $15,565.39 | 5% |
 BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 6,133 | $217,231.13 | $253,844.87 | $36,613.74 | 16.85% |
